Broadcom’s Surging AI Revenue Can Revive Broad Demand Optimism
By Tatiana Darie 03/06/2025 Bloomberg More details from the Broadcom release show that its AI-related sales grew 77% year-over-year to $4.1 billion in 1Q, above expectations of 62%. It also guided for AI semiconductor revenue of $4.4b for 2Q, indicating that AI chip demand remains strong despite worries that disruptors out of China may cause […]
Nvidia Is Firing on All Cylinders. Somehow the Stock Looks Cheap.
Barron’s By Tae Kim Feb 27, 2025 Nvidia CEO Jensen Huang said demand was “amazing” for Blackwell, the company’s latest generation GPU. Rumors of Nvidia’s demise were greatly exaggerated. The AI chip king posted impressive results Wednesday night, and its overall growth prospects look as promising as ever. The stock’s 8.5% decline after earnings makes the opportunity […]
Nvidia delivered earnings that beat expectations. Here’s what analysts had to say
Lisa Kailai Han Thursday, February 27 2025 The bar for Nvidia earnings was set high, and analysts feel like the chipmaker cleared it. In fiscal fourth quarter, the graphic processing unit designer earned an adjusted 89 cents per share on $39.33 billion in revenue. That exceeds the 84 cents per shares and revenue of $38.05 billion that […]
Trump 2.0 Flatter and Fatter Distribution Outcome
Donald Trump’s First Term Accomplishments versus Second Term Opportunities: Less Levers to Pull Christopher Combs Chief Capital Market Strategist Silicon Valley Capital Partners Donald Trump’s second term as President of the United States begins under markedly different economic conditions than his first. The economic backdrop of January 2017 offered distinct advantages compared to January 2025, […]
The Economy Was Supposed to Slow by Now. Instead It’s Revving Up.
David Harrison The Wall Street Journal October 23, 2023 Earlier this year, economists and Federal Reserve officials predicted that the U.S. economy would be sputtering by now as higher interest rates cut into spending and investment. The opposite is happening. Recent economic data suggest the economy is accelerating despite higher borrowing costs, the resumption of […]
Rising Rates Make Big Companies Even Richer
James Mackintosh The Wall Street Journal September 15, 2023 The amount companies earn from cash in the bank is going up even as interest costs fixed during the pandemic stand still. The Federal Reserve jacked up interest rates to slow the red-hot economy. At some of the biggest and most secure companies, the moves had the opposite […]
Earnings Estimates Are Rising, a Welcome Sign for 2023 Market Rally
Karen Langley The Wall Street Journal September 10, 2023 Stock advances have surprised many investors, partly because expectations for company earnings hadn’t kept up. Wall Street expects corporate earnings to rebound after three quarters of year-over-year declines, a development that could put the stock market’s faltering rally on firmer footing. When the next reporting season […]
After $18 Trillion Rout, Global Stocks Face More Hurdles in 2023
Thursday, December 29, 2022 09:00 PMSource: Bloomberg by Jan-Patrick Barnert Recession, rate hikes risk spurring earnings slowdown in 2023 – Question marks remain over how Big Tech and China will fare. More tech tantrums. China’s Covid surge. And above all, no central banks riding to the rescue if things go wrong. Reeling from a record […]
The earnings apocalypse has not yet materialized
Bob PisaniCNBCOctober 17,2022 The first crop of earnings reports was a disappointment, but most of the early bank reports on Friday were decent, and Bank of America also reported earnings above expectations Monday morning. Thirty- five companies have reported third-quarter earnings so far. Of that group, 68.5% have beaten estimates, lower than the prior four-quarter […]
S&P 500 LIKELY TO REPORT EARNINGS GROWTH OF 6% TO 7% FOR Q3 2022
John Butters Factset October 10, 2022 As of today, the S&P 500 is expected to report (year over-year) earnings growth of 2.4% for the third quarter, which would be the lowest earnings growth reported by the index since Q3 2020. Given that most S&P 500 companies report actual earnings above estimates, what is the likelihood […]